Ladd Sanderson is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. His prior work includes roles at LPL Financial, JP Morgan Chase Bank, Guardian Life Insurance, Raymond James, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Charles Duckworth is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Merrill since 1987 and has concurrently worked with Bank of America since 2011. Outside of advising, he is an owner of two LLCs involved in property management in Madison, Mississippi. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Charles Brown is a financial advisor with Raymond James Financial in Madison, MS, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include 14 years at LPL Financial and current positions at Trustmark Bank and Raymond James Financial Services. Outside of advising, he owns a business providing beauty services and products. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, offering financial planning, investment consulting, and advisory services. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal and public finance.

Kade Clinton is a financial advisor with LPL Financial in Flowood, MS, holding a Series 66 credential and three years of industry experience. He has worked at Power Financial Group since 2021 and has additional experience in various roles including at Mississippi State University and Holmes Community College. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

Ronald Clark is a financial advisor with LPL Financial based in Flowood, MS. He holds a Series 66 designation and has five years of industry experience, including roles at Hartfield Academy and Southstone Properties, Inc. Outside of his advisory work, he serves as an independent agent for non-variable insurance with Crump. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Richard Cooper III is a CFP®-certified financial advisor with nine years of industry experience, currently with OSAIC. His prior roles include positions at Securities America Advisors, Wealthview Capital, Ameriprise Financial Services, and Merrill. Outside of his advisory work, he is the owner and CEO of NIAI Publishing, LLC, a Kindle Direct Publishing business producing fiction and low-content books. OSAIC serves a diverse client base that includes individuals, high-net-worth investors, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to manage portfolios across various investment types.

Jodi Welch is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2017 and is currently affiliated with Bank of America, N.A. Outside of her advisory work, she was involved with the Madison County Chamber of Commerce from 2011 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal and third-party portfolio management teams.

James Smith Jr. is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1986, also serving at Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Dennis Watkins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. Prior to joining Raymond James in 2020, he worked at Nautlis Asset Management. He is also an associate and operations manager at Williams Weiss Hester and has been involved with On Board Creations since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a municipal advisor affiliation.

Walker Dowell is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Stephens Inc. from 2014 to 2017 before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Outside of his advisory role, Dowell serves on the Ole Miss Business School Advisory Board and is involved in several investment-related business ventures. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques to develop tailored financial plans.

Wendell Godfrey is a financial advisor with Edward Jones in Florence, MS, holding Series 63 and Series 66 designations and with 35 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jena Ponder is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies that are designed to help clients pursue their long-term financial goals. By gaining a comprehensive understanding of each client's financial situation, she develops flexible strategies that adapt to changing market conditions and offers access to investment insights from Merrill and banking services from Bank of America. Jena holds the Personal Investment Advisor (PIA) designation and has completed her high school education at Pearl High School as well as Hinds Community College. Committed to community engagement, she follows Merrill’s tradition of participating in local community activities and volunteers with various organizations.

Vickie White is a financial advisor with Raymond James & Associates who holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining Raymond James in 2025, she worked at Merrill for six years and Stifel for twelve years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, with a non-discretionary approach to investment implementation, and is notable for its municipal advisory services and extensive affiliated network.

Frederick Garraway Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he is involved in family-owned farming businesses and serves on the board of a general store and land ownership enterprise in Bolton, Mississippi. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Gregory Breland is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory work, he teaches continuing education courses on CFP Ethics and provides basic financial education to Veterans Administration employees and veterans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Jason Little is a financial advisor at Raymond James Financial Services Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial. Outside of his advisory role, he is involved with Trustmark Bank and serves as an instructor at Jackson State University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Selena Richardson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Kestra Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management solutions.

Karolina Simmons is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Simmons also has experience outside traditional advisory roles, including time with lululemon. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Julie Smith is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she assists in a family-owned business by helping with merchandise ordering and stocking in a voluntary capacity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services with a non-discretionary approach and a range of portfolio management styles.

Steven Taylor is a financial advisor at Raymond James Financial with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, Citigroup Global Markets, LPL Financial, and Trustmark Bank. He is also involved with Trustmark Bank in a financial institution role. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary advice using analytical tools and supports municipal and public finance through a unique municipal advisor affiliation.